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Post by chang on Jun 25, 2022 16:17:09 GMT
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Post by chang on Jun 26, 2022 6:28:31 GMT
Siemens yielding 4.2%. Pretty beaten down over 1Y.
Vodafone yielding 6%, chart seems pretty stable.
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Post by chang on Jun 26, 2022 6:34:46 GMT
Daimler Group changed their name to Mercedes Benz Group this year: linkI noticed the > 8% yield. Automakers are volatile, I know, but I can't imagine Mercedes and BMW ever really "failing". Most of the world consider owning a Mercedes or BMW synonymous with success (personally I think such people are idiots). I know many Singaporeans who spent more money on their car than their (owned) apartment. And they probably spend more time in it, too. |
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Post by chang on Jun 26, 2022 9:42:36 GMT
Here is a table of stocks I am considering, ranked by yield. It shows the percentages held by various funds. (SCHY is shaded since I own this, and will need to take note of my existing exposure within SCHY if I buy separately.)  |
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Post by anitya on Jun 26, 2022 18:51:06 GMT
Daimler Group changed their name to Mercedes Benz Group this year: linkI noticed the > 8% yield. Automakers are volatile, I know, but I can't imagine Mercedes and BMW ever really "failing". Most of the world consider owning a Mercedes or BMW synonymous with success (personally I think such people are idiots). I know many Singaporeans who spent more money on their car than their (owned) apartment. And they probably spend more time in it, too. How are all these European auto companies paying robust dividends while US autos paying little to no dividends? Are the US companies pissing down in the name of innovation or the exec comp is too much in the US? BTW, before Tesla, even in the US, owning those two vehicles were considered a measure of success because the tame hearted did not want to deal with these vehicles’ high maintenance and repair costs. |
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Post by anitya on Jun 26, 2022 19:01:17 GMT
Here is a table of stocks I am considering, ranked by yield. It shows the percentages held by various funds. (SCHY is shaded since I own this, and will need to take note of my existing exposure within SCHY if I buy separately.) <button disabled="" class="c-attachment-insert--linked o-btn--sm">Attachment Deleted</button> Thanks for the list. Are you shooting for a higher international equity allocation than your historical average or is this just decreasing dependence on OEFs? Please share as much info as you can, including your thought process. Your equity strategy has always been better than mine. |
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Post by chang on Jun 26, 2022 19:23:34 GMT
Here is a table of stocks I am considering, ranked by yield. It shows the percentages held by various funds. (SCHY is shaded since I own this, and will need to take note of my existing exposure within SCHY if I buy separately.) <button disabled="" class="c-attachment-insert--linked o-btn--sm">Attachment Deleted</button> Thanks for the list. Are you shooting for a higher international equity allocation than your historical average or is this just decreasing dependence on OEFs? Please share as much info as you can, including your thought process. Your equity strategy has always been better than mine. Not changing my US/foreign mix, but as noted above, I need to create a portfolio of European stocks as part of my agreement with a local bank. I will adjust by selling some funds held at home. I would actually prefer to use OEFs and ETFs, but I don’t have much choice here. I’ll pick around 15 of the 20 stocks shown and buy them in the next month or so. My selection process involved many things: yields, valuation and momentum analysis, my knowledge of the companies, beta, analyst coverage, etc. All well known, blue chip companies; no surprises. A few sectors I excluded (tobacco, insurance, …) for individual reasons. I would have been happy to include an alcohol producer … I might go back and look at those. PS. Your last remark is absolutely untrue! I have bungled some stock buys/sells like nobody’s business. |
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Post by chang on Jun 27, 2022 17:38:07 GMT
Down to the wire, it looks like this:  I was hoping for a more sector-diversified portfolio (except technology -- I don't expect Europe can hold a candle to the USA and Asia, so I didn't really expect to find much). But it ended up very heavy in HC and consumer goods. (Add banking and energy, and that rounds it out.) Oh well, c'est la vie. Time's running out to get your favorite company that I missed added to the list, or to put me wise to a lurking Enron on my list. TIA. |
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Post by anitya on Jun 27, 2022 18:23:25 GMT
Down to the wire, it looks like this: <button disabled="" class="c-attachment-insert--linked o-btn--sm">Attachment Deleted</button> I was hoping for a more sector-diversified portfolio (except technology -- I don't expect Europe can hold a candle to the USA and Asia, so I didn't really expect to find much). But it ended up very heavy in HC and consumer goods. (Add banking and energy, and that rounds it out.) Oh well, c'est la vie. Time's running out to get your favorite company that I missed added to the list, or to put me wise to a lurking Enron on my list. TIA. Looking at the left most column, none of the companies you have an allocation to raises an eyebrow. I am inclined to say, I like the shortened list, except I am nervous about owning European energy companies, outside Norway, because of the level of populism against them. But you are on the ground and would have a better idea than I. If you think you have too much HC, you can reduce HC sector bets in the US. |
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Post by anitya on Jun 27, 2022 18:34:21 GMT
If your preference is to buy funds, have you explored US ETFs trading in foreign exchanges to give you more flexibility and satisfy your bank?
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Post by chang on Jun 27, 2022 18:52:07 GMT
If your preference is to buy funds, have you explored US ETFs trading in foreign exchanges to give you more flexibility and satisfy your bank? Not yet ... I will do that, but my experience is that foreign banks tack on an extra 1-1.5% in commissions, fees, charges, etc., which is ridiculously opprobrious and a deal-breaker (for me). |
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Post by chang on Jun 27, 2022 20:42:28 GMT
Looking at the left most column, none of the companies you have an allocation to raises an eyebrow. I am inclined to say, I like the shortened list, except I am nervous about owning European energy companies, outside Norway, because of the level of populism against them. But you are on the ground and would have a better idea than I. If you think you have too much HC, you can reduce HC sector bets in the US. Actually I sold my FSPHX a few months ago, and distributed the proceeds into other funds. I still own FSMEX, which I have always been partial to, and it has no overlap with European pharmas, so I expect to keep it. The stocks I am most nervous of are the ones with the highest yields (ING and TTE), but I am willing to take some risk. Shell is a pretty stolid oil major, although I believe they cut a divvy last year, whereas Exxon and Chevron never have. I know what you mean about populism; I wouldn't invest in tobacco because the whole world (including the tobacco companies themselves) are trying to stamp out smoking. Is that the fate of oil companies, too? Not in my lifetime, I hope. Anyway, Shell and Total combined won’t be an enormous percentage of this portfolio (and a very small percentage of my overall PV). |
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Post by chang on Jun 28, 2022 8:20:25 GMT
except I am nervous about owning European energy companies, outside Norway, because of the level of populism against them. Are you a fan of Equinor? Pretty solid looking company, they get A++ marks from Fido's analysts: link (must be logged in to see). But 2.16% yield is a lot less than other energy co's. Seems to be more of a growth play (VWILX is the largest fund owner). |
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Post by anitya on Jun 28, 2022 19:05:28 GMT
except I am nervous about owning European energy companies, outside Norway, because of the level of populism against them. Are you a fan of Equinor? Pretty solid looking company, they get A++ marks from Fido's analysts: link (must be logged in to see). But 2.16% yield is a lot less than other energy co's. Seems to be more of a growth play (VWILX is the largest fund owner). I happen to own it. As you would expect, a bit more volatile than your higher dividend payers. I would rather deal with daily volatility than wake up one day and find out that some govt or court said their main energy company should adopt populist agenda. |
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Post by chang on Jun 29, 2022 8:53:38 GMT
I happen to own it. As you would expect, a bit more volatile than your higher dividend payers. I would rather deal with daily volatility than wake up one day and find out that some govt or court said their main energy company should adopt populist agenda. I agree; I wouldn't be comfortable owning an oil major in the US. Total should be fine; France is still mostly nuclear so they've somehow figured out how to manage the greens. Shell could be more vulnerable, but that's a risk I guess I'll take.. they're a pretty venerable company. |
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Post by anitya on Jun 29, 2022 19:12:02 GMT
I happen to own it. As you would expect, a bit more volatile than your higher dividend payers. I would rather deal with daily volatility than wake up one day and find out that some govt or court said their main energy company should adopt populist agenda. I agree; I wouldn't be comfortable owning an oil major in the US. Total should be fine; France is still mostly nuclear so they've somehow figured out how to manage the greens. Shell could be more vulnerable, but that's a risk I guess I'll take.. they're a pretty venerable company. Makes sense. I only ever owned RDS and BP outside the US and Norway. Bought during 3/2020. When I understood their landscape, I exited. May be my experience with Total would have been different. I did not know that info about France. |
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Post by liftlock on Jun 30, 2022 13:23:32 GMT
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Post by chang on Jul 9, 2022 16:57:22 GMT
Two tobacco stocks keep popping up on my radar - British American Tobacco and Imperial Brands. Dividends are healthy and price stability is remarkable … very little damage done this year. I didn’t have any interest in tobacco because I assumed it was a dying industry. (Even the tobacco companies are trying to get people to stop smoking.)
Should I be looking at these?
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Post by anovice on Jul 9, 2022 22:11:22 GMT
PHG
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Post by chang on Jul 10, 2022 6:31:40 GMT
Thanks ... we own that it another family member's account, so I would not overlap with that. What about miners? Rio Tinto, BHP Billiton? Yields are a whopping 13.3% and 12.9%! |
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Post by chang on Jun 5, 2023 9:41:51 GMT
I need to top up my Euro account, which means adding to one of the existing stocks or opening a new position. My existing positions are shown in this Yahoo Finance link. I am pharma-heavy, so I am disinclined to add to Sanofi, Novartis, and Roche. Also, the oil stocks (Shell, Total, Equinor) are very cyclical, so I want to be cautious about adding there. Nestle is a mammoth consumer staples company, and I would not have trouble adding there, especially as it has not been doing that well (hoping for a reversion); however, its 2.7% yield is one of the lowest in the portfolio, and I am aiming for higher yield. Rio Tinto (RIO.L) yields 8%, and that might be the one. (BHP.L Yields 9.63%!) Or, I am open to a new position. The amount I need to add is roughly between my largest and smallest positions, so if I add a new company, it would be a reasonable position. It does not need to be a Europe company; Asian companies are OK as well. I believe (but must confirm) that I can buy directly from any global market (I pay commissions, of course). Edit: the Yahoo Finance link doesn't seem to work. The companies I hold are Equinor, Total, Shell, Roche, Novartis, Sanofi, ING, UBS, Nestle, Rio Tinto.For ideas, I looked at VYMI, whose top holdings are Shell plc Roche Holding AG Novartis AG Toyota Motor Corp. BHP Group Ltd. TotalEnergies SE HSBC Holdings plc Royal Bank of Canada Siemens AG BP plc Any thoughts are welcomed. TIA. |
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Post by chang on Jun 6, 2023 8:13:08 GMT
After reading all the latest analyst reports on these companies, I'm thinking that new money should go into Novartis [NOVN.SW] (despite what I said about overweight pharmas), and Rio Tinto [RIO.L] — and maybe a couple of starter sets of British American Tobacco [BATS.L] and ABB [ABBN.SW]?
Prove me wrong...
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Post by chang on Jun 6, 2023 9:10:58 GMT
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Post by liftlock on Jun 6, 2023 20:01:51 GMT
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